See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,682 | $165,335-84.5% | $149,696-82.8% | $158,922-83.8% |
| Participation rate | 77.3% | 84.6%-7.3pp | 82.5%-5.2pp | 82.0%-4.7pp |
| Annual return | 25.59% | 348.15%-322.6pp | 276.60%-251.0pp | 302.83%-277.2pp |
| Employer contribution / active EE | $1,208 | $5,103-76.3% | $4,644-74.0% | $4,761-74.6% |
| Participant deferral / active EE | $3,335 | $7,181-53.6% | $6,842-51.3% | $5,982-44.2% |
| Admin fee / account holder | $271 | $10,807-97.5% | $9,309-97.1% | $11,246-97.6% |